//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Bergman Family Foundation is a private corporation based in CARLSBAD, CA. The foundation received its IRS ruling in 2000. It holds total assets of $112K. Annual income is reported at $34K. Total assets have decreased from $238K in 2011 to $117K in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Kansas, Nebraska and Arizona. According to available records, Bergman Family Foundation has made 23 grants totaling $98K, with a median grant of $2K. Annual giving has grown from $7K in 2020 to $30K in 2023. Grantmaking activity was highest in 2022 with $61K distributed across 12 grants. Individual grants have ranged from $1K to $22K, with an average award of $4K. The foundation has supported 8 unique organizations. Grants have been distributed to organizations in Nebraska and Arizona and Kansas. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$2K
Average Grant
$2K
Largest Grant
$3K
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Bergman Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 23 grants. Its grantmaking reaches organizations primarily in NE, AZ, KS.
Bergman Family Foundation has distributed a total of $98K across 23 grants. The median grant size is $2K, with an average of $4K. Individual grants have ranged from $1K to $22K.
Bergman Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Bergman Family Foundation is headquartered in CARLSBAD, CA. While based in CA, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Heidi Hong | DIRECTOR | $0 | $0 | N/A |
| Rebecca Winterscheidt | PRESIDENT | $0 | $0 | N/A |
| Heather Efaw | DIRECTOR | $0 | $0 | N/A |
Total Giving
$32K
Total Assets
$117K
Fair Market Value
$566
Net Worth
$117K
Grants Paid
$30K
Contributions
N/A
Net Investment Income
$26K
Distribution Amount
$30K
Total: $116K
Total Grants
23
Total Giving
$98K
Average Grant
$4K
Median Grant
$2K
Unique Recipients
8
Most Common Grant
$2K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Creighton UniversityCHARITABLE | Omaha, NE | $18K | 2023 |
| Benedictine CollegeCHARITABLE | Atchison, KS | $3K | 2023 |
| Adult Center Of PrescottCHARITABLE | Prescott, AZ | $2K | 2023 |
| Sacred Heart ParishCHARITABLE | Prescott, AZ | $2K | 2023 |
| Step FoundationCHARITABLE | Seneca, KS | $2K | 2023 |
| St Marys Food Bank AllianceCHARITABLE | Phoenix, AZ | $2K | 2023 |
| American Red CrossCHARITABLE | Phoenix, AZ | $1K | 2023 |
| BoystownCHARITABLE | Boystown, NE | $1K | 2022 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA